FOLIO - AI投資ROBOPRO｜資産運用はおまかせ

ROBOPRO, an AI investment service offered by FOLIO, a SBI Group company, is a fully automated asset management service that uses AI to predict future financial market trends and make investment decisions.

Based on AI predictions, it flexibly adjusts investment allocations across up to eight types of global assets, aiming to mitigate risk and maximize returns.

■FOLIO 2024 Fiscal Year: Number of Investment Management Contracts for Wrap Services Increased - No. 1 for the Third Consecutive Term (*1)

*1 This figure is calculated based on the number of "investment management" contracts (total number of individuals and corporations) of association members, as published in the "Contract Asset Status 'Wrap Services'" statistical data by the Japan Asset Management Association, from the end of March 2024 to the end of March 2025 (FOLIO survey, June 2025). FOLIO's contract numbers represent the total number of contracts for SBI Wrap, Himegin Wrap, and other investment management services provided by FOLIO.

■FOLIO HD's Total Assets Under Management Exceed 1 Trillion Yen (*2)

*2 "Total Assets Under Management" refers to the total amount as of April 13, 2026, including "assets held in connection with discretionary investment management services directly provided by FOLIO to customers (ROBOPRO, etc.)", "assets held in discretionary investment management services utilizing 4RAP at financial institutions such as banks and securities companies", and "assets of financial products for which FOLIO provides investment advisory services (ROBOPRO funds, etc.)".

▶What is AI Investment ROBOPRO?

■Fully Automated Asset Management Service

It automates the entire asset management process, which can be time-consuming if done manually. ROBOPRO handles all aspects of stock research, selection, monitoring, and periodic reviews, so customers can simply leave it alone.

It is used by a wide range of people, from beginners to experienced investors.

■AI-Powered Future Prediction and Flexible Investment Allocation Changes

AI analyzes over 40 types of market data and combines approximately 1,000 feature quantities to predict the future of the financial market. This highly unique service aims to adapt to all market conditions by flexibly adjusting investment allocations once a month based on AI predictions.

■ Aiming for High Performance While Adjusting Risk

Investments are made in up to eight types of global assets, including stocks, bonds, real estate, and gold. The service aims for high performance while adjusting risk by sometimes increasing the proportion of stocks (an offensive asset) and at other times increasing the proportion of gold (a defensive asset).

■ Complete Everything on Your Smartphone & Peace of Mind with Various Support Services

From account opening to investment management, everything can be completed with just a smartphone. Even after starting investment, we provide comprehensive follow-up support, including free seminars tailored to your level and various reports.

■ Supporting Long-Term Asset Building with Regular Investment

ROBOPRO allows regular investments starting from 10,000 yen per month. We also offer a "Long-Term Investment Bonus Lottery Program" where you can win a fee cashback through a lottery based on the number of regular investments, supporting your long-term asset building.

▶Recommended for those who:

・Are too busy to study investing

・Want to entrust the "rational decision-making" that is difficult for humans to do to AI investing

・Want to aim for efficient returns while adjusting risk

・Currently hold assets such as stocks and want to further diversify their investments

■About Management Fees, etc.

The management fee is 1.1% per annum (tax included). This includes the trading costs due to monthly changes in investment allocation.

*A discounted rate of 0.55% per annum (tax included) applies to the portion of the investment amount exceeding 30 million yen.

▶Investment Performance

■Annual Return: 19.41% (*3)

*3 About ROBOPRO Annual Return: This represents the geometric mean return of investment performance if you had invested in the ROBOPRO service from the start of the service (January 15, 2020) to May 29, 2026. The investment performance is calculated assuming an annual management fee of 1% (1.1% tax included) and that rebalancing was carried out to avoid deviation from the optimal portfolio. The calculation assumes that dividends are automatically incorporated into the investment contribution and reinvested through rebalancing. Taxes on dividends and capital gains during rebalancing are not considered.

Figures are rounded down to the third decimal place.

■99.9% of customers who have continued investing for more than one year have achieved positive returns (*4)

*4 As of May 29, 2026. Figures are rounded down to the second decimal place.

The investment performance is historical and does not indicate or guarantee future investment results.

■Investment Performance

Please check the performance report on the official website for the latest investment performance.

https://ai.folio-sec.com/performance-report

▶For your peace of mind

■Managed by FOLIO, an SBI Group company

FOLIO Co., Ltd., which provides ROBOPRO, is a group company of SBI Holdings. FOLIO also provides know-how on AI-powered asset management to SBI Securities Co., Ltd.'s fully automated AI investment "SBI Wrap AI Investment Course" and makes investment decisions for SBI Wrap as an investment management company.

■ Efforts to Protect Your Assets

We implement robust security measures, including encrypted transmission. Furthermore, all assets entrusted to us are managed separately. This segregation ensures that even in the event of FOLIO's bankruptcy, your assets will be returned to you.

▶ Regarding App Usage

Terms and Conditions

https://folio-sec.com/support/terms/agreement

Fees and Risks

https://folio-sec.com/support/terms/transaction-fees

Software Terms of Use

https://folio-sec.com/support/terms/software

Privacy Policy

https://folio-sec.com/support/policy/privacy

*Notes*

・Performance data, AI-generated future predictions, or sample values ​​in image renderings do not imply or guarantee future investment results.

・This page is the app download site for FOLIO Co., Ltd. The website you were previously viewing may not have been created by us. In that case, the information, reviews, and ratings posted there are managed by the website administrator and not by us. ==